Scheduler Tools › Cost Rate and Currency Data (Scheduler Tools)

Cost Rate and Currency Data (Scheduler Tools)

Cost rate and currency data is retrieved from the CA Clarity PPM rate matrix.

Note: Contact your CA Clarity PPM administrator or see the Administration Guide for more information on defining and using CA Clarity PPM cost/rate matrices.

Cost Rates

Cost rates (also known as billing rates) determine the cost associated with a resource assigned to a task in a project. The cost rates shown in the scheduler tools are retrieved from the Actual Cost field in the CA Clarity PPM rate matrix when opening the project. These costs are generally shown over time by task and at the project level.

The scheduler tools support time-varying and project-specific cost rates. Changes to the cost rates made from the scheduler tools are for what-if purposes only and cannot be saved to CA Clarity PPM.

Currencies

Monetary values in the scheduler tools are displayed in the home currency set by the project. Monetary values of a project include actual, estimated, and baseline amounts for expense resource assignments, project budgets, custom field values, and resource cost rates.

No conversion is required for expense resource assignments, project budgets, or custom fields values. Resource rates are converted since the home currency of the resource may not be the same as the home currency of the project.

• Microsoft Project uses the 3-character ISO code of home currency to convert the currency based on currency format options set in Microsoft Project.
• Open Workbench uses a single, session-wide currency. If the Actual Cost field in the CA Clarity PPM rate matrix contains multiple currencies, they are converted to the currency specified in the project.

If a global file location is specified, the session currency is used when Open Workbench is started. If a global file location is not specified, Open Workbench uses the 3-character ISO code of the home currency set in the project.

Note: See the Open Workbench User Guide for more information.

The conversion may fail if the conversion between the resource’s rate and the project’s home currency is not set in CA Clarity PPM. A message appears letting you know that system was unable to convert the resource’s cost rate to the source currency of the target currency. If the conversion fails, contact your CA Clarity PPM administrator for assistance.

When different currencies are loaded in:

• Microsoft Project. A message appears when different currencies are associated with linked projects. For example, when subprojects use a different currency than their master, or when projects with a shared resource pool use different currencies.
• Open Workbench. A message appears if the project loaded does not use the system currency. You can set Open Workbench to show messages when loading projects with different currencies.

  Note: See the Open Workbench User Guide for more information.

More information:

Vary Resource Billing Rates